The Messaging tab in the Client Portal lets you send and receive messages directly with your accounting firm — no email required.
Why it matters: Keep all firm communication in one place. Instead of searching through email threads, you can message your practitioner, share files, and reference specific requests directly in the portal.
📝 Note: The Messaging tab only appears after your practitioner sends you the first message. If you don't see it, contact your firm to initiate the conversation.
Table of Contents
Read and Reply to Messages
Log in to the Client Portal.
Click the Messaging tab.
Review messages from your practitioner in the message thread.
Type your response in the message field at the bottom of the thread.
Click Send.
Attach Files, Images, or Client Requests
Skip this section if you're sending a text-only reply.
Before clicking Send, you can attach one or more of the following:
Click the paperclip icon to attach a file.
Click the add image icon to attach an image.
Click the client request icon to reference a specific request.
Select the request from the dropdown that appears.
Filter Messages by Date
Skip this section if you don't need to search back through older messages.
Click the date at the top of the message thread.
Select a filter:
Last Week
Last Month
Beginning of Conversations
Jump to a Specific Date — enter the date when prompted.
Summary
The Client Portal Messaging tab gives you a direct line to your accounting firm for questions, file sharing, and request updates. Use the attachment options to keep relevant files and requests in context, and the date filter to locate older conversations quickly.
Need help?
Contact Support or ask Penny, our AI Support Bot, for assistance.